Fexon Technology Ltd/ Star East Technology Ltd blog

Fexon Technology Ltd blog Analysis: China’s telecommunications industry “good old days” in transition

Traditionally, the telecommunications industry is a relatively closed-loop system monopoly, but in today’s telecommunications, Internet and the convergence of media, this closed-loop system suffered from internal and external challenges of growing, on the one hand, of emerging External forces infiltrating through the different ways in, on the other hand, the telecom industry itself has not only satisfied with the provision of voice services, in the process of looking for BlueOcean also need self-revolution, the whole industry chain integration and accelerating the transition.

For the telecommunications siege, “the people want to come outside the city, the city people want to go out.”

Around “breakthrough in telecommunications Besieged City”, the different roles of the participants are in their own way action.

Reorganization! 3 G! - After a number of “17″, the process of China’s telecommunications industry still have to continue to be influenced by rumors? »

But the world of China’s perspective, seems to be a subtle change.

“Despite surviving the gap with WCDMA, but the TD has made enough good start.” Mid-May, Goldman Sachs in a 10-TD Test against China’s commercial research report, the judgement of the case. This is the recent international market against China with independent intellectual property rights of the 3 G standard - TD-SCDMA - issued by the different voices of the past, the positive one. This sounds increasingly clear that, TD is no longer representative of the telecommunications industry as a whole rise of a simple symbol.

“The recent foreign research institutions to study China’s telecommunications industry is very intensive, it is a signal.” ZTE Corporation of the one who told the reporters.

Wind direction seems to be changed. Whether the global telecom industry giants, or the smell sensitivity of capital markets, China’s telecommunications segment is becoming a global hot spots.

“Both from the market or PE (price-earnings ratio), the telecommunications unit is currently the world’s hottest segment.” Which is behind the cornerstone of business is that in recent years in China’s mobile communication market in China Mobile nurture the world’s biggest Users, the world’s largest market operators, and in the manufacture of communications equipment, also developed a Huawei, ZTE this emerging transnational brand.

However, such as Bing Yuhuo integration is always accompanied by video.

COMMIT TD industrial chain, such as the parasitic, recently demonstrated by the plight and struggle, is also an impact on China’s telecommunications industry is “good old days.” In addition, a potential decline also send Ruoyinruoxian. Nanjing Securities report shows that from January to March this year, the telecommunications industry revenue growth below the industry growth rate, fixed-line operators are the sharp drop in business, China Mobile increased revenue but declining ARPU value.

China’s communications industry landscape

Goldman Sachs in its research report that Lenovo TD800 by phone in Beijing, Shanghai trial of two cities that evaluation, TD in outdoor coverage, free to switch to other networks, voice quality, both good performance.

Prior to the trial stage in the TD weak signal coverage, the choice of models Pianzhai doubt, let the people of the forthcoming comprehensive commercial TD full of doubt. Fexon Technology Ltd Club

Goldman Sachs TD skeptics who criticize that, despite the current TD of the quality of service and the choice of mobile phones, and the relative maturity of the WCDMA has a “few years the gap,” but the Diaoxian in the call rate, the blind spot problem areas, such as conversion and roaming The tolerance is “satisfactory.” In Goldman Sachs, this (TD test business) than in 2004 WCDMA in the first test of Hong Kong better.

“For any new technology, the teething problems are inevitable.” Goldman Sachs believes that all the controversy, is only a difficult road, came bound to experience some of the pain and suffering. Earlier, 3 G due to the delay in issuing the licence, the industrial chain around 3 G on the relevant part of its popular tired. China Telecom, China Netcom in the field of mobile communications has not advancing, many terminal manufacturers for 3 G’s long-term investment is also not return. And caught in “3 G quagmire,” including the COMMIT, 3 G upstream manufacturers, is also beset with crises. Fexon Technology Ltd：Analysis: China’s telecommunications industry “good old days” in transition

Goldman, accompanied by a large-scale promotion of TD, its scale will receive the upgrade soon. This, in turn, will create a virtuous circle, thus greatly improved TD industrial chain in the various “labor pains.”

The view is being pursued. This is corresponding with China Mobile, China Unicom, China Telecom and China Netcom in Hong Kong equities of the way the recent high price-earnings ratio, especially China Mobile’s value over 30 times PE, is an international peer-10 to 15 times the City The average profit rate of two to three times.

“In Hong Kong market, the concept of China’s telecommunications market value of the pick-up, reflecting the international investors in the TD suspected to gradually recognized by the subtle changes.” May 14, a news analysis on the industry.Fexon Technology Ltd Company

Fexon Technology Ltd The number of contributions is not important

Alibaba rumors swirl in the group are in action to prove his determination to fully support the disaster areas. Yesterday, Alibaba Group decided to invest 25 million yuan as a special fund dedicated to post-disaster reconstruction, the disaster areas to help restore their strength, the Fund will be based on post-disaster reconstruction in the earthquake-stricken area have to import.

Alibaba Group also announced the establishment of “Ali reconstruction work group”, which is

Fexon Technology Ltd/Star East Technology Ltd reports: The impact of the earthquake in Sichuan, Chengdu, Sichuan in the number of internationally renowned IT companies are affected. It is learnt that in recent years, Chengdu, Sichuan as a new rise of the semiconductor industry and software outsourcing centres, including Microsoft, Motorola, and other well-known international companies are opening factories in Chengdu, and set up offices. According to this reporter learned that Microsoft’s office in Chengdu yesterday have been closed, no staff were injured, all of yesterday’s staff to work at home, while Microsoft’s Chongqing branch or normal work, not affected by the earthquake.

Nokia company official said yesterday that the Nokia Chengdu Branch in the earthquake there were no injuries, but are unable to work, Nokia Chengdu Branch nearly 40 employees yesterday did not go to work. Motorola said yesterday that Motorola Chengdu branch has more than 400 employees affected by the earthquake, the company’s normal not to work.

Fexon Technology Ltd reports: IT systems and application of the scale of the continuous expansion of data storage environments and security applications to severe tests, also greatly affected the operations based on data. Recently, Hangzhou, three communication technologies Limited (: H3C) in the industry for the first time by data management and business operations of the data Zaibei intelligent data management concept and means to achieve - UDM (Unified Data Manager) unified data management platform. By providing a unified network management, security, storage, and other infrastructure facilities in the IT management structure, UDM IT systems for creating the unified management center to help users of the data assets to achieve more effective management, use and protection. UDM’s release, marks the data management function from the passive-oriented management style into a business-oriented data management initiative of the era of smart, H3C in the provision of IP storage devices and solutions at the same time, also became the first industry-oriented data On-line applications, data protection and Zaibei business management and operation of the platform solutions provider.

H3C storage product line president said that Li Zhi, UDM unified data management platform is H3C in IToIP innovative ideas, with many years of networking, security, storage, business management and technology accumulated keep track of the ever-changing customer demand, the introduction of Data storage business to the next generation of intelligent management products. UDM using service-oriented (SOA) of the design ideas, give full consideration to constitute the three main elements of the IT environment - IT based resources, IT services, IT users of the interface between the user-oriented, flexible distribution of various IT resources , Prompt response to the needs of business development, improve the utilization of IT resources, providing customers with storage, storage resource users and the integration of storage management solutions.

For users, all applications are launched on the data, the data system is the core of IT assets. Traditional management-oriented rather than business-oriented functions, we can not order the deployment and use of IT resources, are unable to achieve efficient management, and data can not be controlled in terms of resources, storage and transmission in the state, the application of IT systems and expansion of Sino-Japanese See passive. UDM through smart business management platform, active management of the business model, the core data assets to achieve the overall management and IT systems to solve the user “growing pains”, so that the data will not only preserve and increase the assets, and can add value.

To help users of information technology in the construction and application “of the passive to active”, is the UDM unified data management platform goals. Comprehensive view, UDM with the decentralization of resource management equipment, the user management at different levels and user self-service, end-to-end storage security management, a comprehensive system to monitor and log management, and the operator of the storage business management framework, flexible business linkage Features such as capacity, and network security management module integration, and network-based, security, storage, data integration business a number of unified management solutions. (Fexon Technology Ltd)

H3C storage product line president said that Li Zhi, UDM unified data management platform can be deployed in data centers and shared Zaibei systems, a system of management control center, UDM cover the storage of equipment and resources management, user administration, business management, etc. Functional and effective management system to simplify and reduce the difficulty and cost of system maintenance, the IT system to achieve the full control of resources to help users improve the management of IT systems, the protection of data security resources at the same time, continue to promote the release of data assets greater value.

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The news was brought by the Fexon Technology Ltd forum

Hansol originally expected to create a myth of the Chinese version of Facebook, but he has used the tactic Web1.0 rejected the call Web2.0; this time, Hansol determination to bypass the PC, on the phone to achieve Baidu, Google has not yet led to the search miracle.

Hansol often recently in Suzhou and Shenzhen between “flying” because the needs of business, personally founded two years ago in the Korean mobile phone search engine company Joinet leopard (Roboo) is preparing to set up a branch in Shenzhen, the aim is Open up the market there. “This is our established branches in Beijing after another important market positions,” Han told the “Oriental entrepreneurs”, “The city is the first mobile phone market of the future.”

Hansol experience concentrated almost all the characteristics of the returnees: the early years of domestic graduate schools and then went to the United States Dubo, Silicon Valley after graduation to the gold-plated, the final home venture. However, the Hansol from rural Shaanxi Province, academic success is clearly than commercial success has come sooner and more easily.

“Two years ago into the mobile search market, the company should be, but do not adhere to all the way down is not easy.” Han Song said that it was still waiting for the eruption of a market, customers need to be further nurtured, “but will become increasingly fast pace Joinet leopard does not want to miss this golden opportunity. ”

A survey from abroad, is expected to search the global mobile phone market advertising revenue from the current to almost zero growth in 2011 of 1.5 billion U.S. dollars (Google for this market is to work hard). According to Ereli search of a wireless Internet survey report, from 2007 to 2012 China’s wireless Internet search will be in a growing, and just past 2007 is the market growing from nurturing the transition period to phase in wireless Search engine service providers, mobile operators and content providers to promote, mobile phone users search for wireless Internet services gradually deepened the understanding and use of the rapid increase.

“Web2.0 did not catch up, Mobile2.0 can not miss.” Hansol seriously said.

Fexon Technology Ltd/Star East Technology Ltd|IT news reports: Yesterday, the Semiconductor Manufacturing International Corp. announced that they will withdraw from the DRAM (dynamic memory) business, in order to prevent the greater losses of company. The finacil report show that the net profit loss of SMIC in 2007 is 19.5 million U.S. dollars.

Although this figure has been lower than the previous year loss of 44.1 million U.S. dollars, but SMIC decided not to earn money from the DRAM business. At the same time, SMIC will focus on produce more 0.13 micron 90-nanometer chip products.

In fact,the industry havs already psychologically prepare for the Semiconductor Manufacturing International Corp loss. Two weeks ago, UBS is expected, due to the sharp drop in DRAM chip prices, SMIC make DRAM chips will face more severe situation, SMIC will maintain a loss in next three years.

But SMIC is actively introduce new strategic investors to alleviate the pressure on investment. In order to completion of 12-inch wafer production line layout before Taiwan opening up the mainland investment policy to Taiwan businessmen, SMIC has been built six manufacture bases in Wuhan, Beijing, Tianjin, Shanghai, Shenzhen and Chengdu cities . (Fexon Technology Ltd/Star East Technology Ltd)

Yesterday, SMIC’s shares fell 1.69 percent, to close at 0.58 Hong Kong dollar.

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Fexon Technology Ltd reports: For the industry reported rumors of the SK Telecom(Fexon Technology Ltd) and China Telecom will set up a joint-venture companies in China launched CDMA business, SK Telecom Chinese companies responsible of news propaganda Wang Huan accept the “China Times” reporter interview said: “We have not with contact China Telecommunications yet. “Huan Wang also said further:” SK Telecom and China Unicom’s cooperation will continue. ”  

SK Telecom also give similar reply, China Telecom news for the Miss Guan “China Times” reporter that he had not heard of the matter.

However, the market can not always calm the waves, in connection with the reorganization of the telecommunications, senior members of the communications industry Li Gang, “China Times” reporter analysis said: “The matter is likely done.”

Analysts said that if SK Telecom and China Telecom hand incident is true, would not only affect China’s telecommunications future development ,but also affected South Korea’s SK Telecom layout in China.

Li Gang of that, SK Telecom and China Telecom cooperation for three reasons: First, the SK Telecom cooperation with China’s Unicom CDMA before in China ; Second, the reorganization of telecommunications industry is related to a major asset China Unicom’s CDMA Business; Third, SK Telecom has some successful experience in CDMA business operation in South Korea. (Fexon Technology Ltd)

Wang Huan said: “SK Telecom is closely monitoring China’s telecommunications market changes and multi-angle analysis, such as the telecommunications industry, the reorganization.”———–> More News

Fexon Technology Ltd/Star East Technology Ltd|IT news reports: HP’s new online backup service does not appear to be a perfect start. HP’s online backup service is Upline two weeks ago coincided with Google to launch the latest online storage services on the line, from its very first release is clearly not the last for too long, but, according to foreign media reports, Upline services In April 17 and stopped at a service offline, but has not yet resumed.

Site visitors are trying to sign when he was informed Upline service is currently not available, we go to HP’s site investigation Upline real-time, we also found that click on the login page after the show: The HP Upline Service is temporarily unavailable (Hewlett-Packard Upline service is temporarily unavailable).

Blogger to a certain foreign media reports that Hewlett-Packard to send a message that said “will only be suspended in an acceptable period of time, temporary and short-term.”

Upon receipt of the note, Hewlett-Packard to remind the United States the use of the service users, “said the filtering tools we did not give full play to the role of screening, especially for those living outside the United States users.”

For non-US users, Hewlett-Packard said it would stop its current subscription online storage services, HP informed of these users Upline service on the line again, users will be for a limited time have access to upload and download the document, In this, the non-US users will not be able to visit their storage at Hewlett-Packard Upline online storage services on the site documents.

What’s interesting is, EMC is also not a waste of their rivals to attack the opportunity, a publicity EMC Mozy online storage services text ads appear in Google’s search ads, search advertising and this is a user searches “HP Upline” after emerging The keyword advertising, advertising is the word “Shafted by Upline?” (Fexon Technology Ltd/Star East Technology Ltd)

Some analysts said that the cessation of operation for an industry is very unfortunate, especially in the service providers to try to convince users to online backup service means to protect their data.

“This is a service product is undoubtedly a setback.” ESG analyst Brian Babineau, a senior analyst said, “When a well-known brand and technology leadership in such a thing, the user may begin to complain What is more , Potential users have heard of these complain, will seriously thinking of other feasible ways to protect their data. ”

Analysis of institutions StorageIO founder and senior analyst Greg Schulz that the suspension of services for Hewlett-Packard and Amazon’s S3 is not so much the reason is that online services can not be used, but must ensure that local file data Will not be lost. (Star East Technology Ltd)

“When you send a copy of the data to other places, whether it is through the Internet or mobile media, you will need an additional backup on the network or other convenient place.” Greg Schulz said that “most online storage service Is a great place can save data, users will need to be able to control and data acquisition, especially in the time he needs, otherwise a small incident could trigger a rolling disaster scene. ” (Fexon Technology Ltd)

So far, the company did not address when to resume services to the Upline including telephone and e-mail within any response.——> More IT news

Fexon Technology Ltd|IT News reports: Midea today announced first quarter finacl report, operating income 12.3 billion yuan, an increase of 74% ,the total net profit of 410 million yuan, an increase of 41.87 percent. As shareholders of the parent company, net profit of 280 million yuan, 0.22 yuan per share, increase 47 percent, with the same period last year gross margin improved 0.2 percent.

The Midea said that the changes domestic marketing channels led to substantial growth in domestic air-conditioning, increased business promotion of central air-conditioning system industry-leading rapid growth and, leading to ice wash business increased significantly. In the next three to five years, the company will maintain leading edge of  expanding domestic air-conditioning, air-conditioning compressor business, and speed up development of central air conditioning, refrigerator, washing machine business, nurturing refrigerator compressor business, as a world-class white goods suppliers.

However, be impacted by the market, the Midea electronics investment in the stock (including the Su-Wei Fu b, Youngor, South Square, Kunming Machine Tool), reducing 11.98 million in the face value.  (Fexon Technology Ltd)

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Fexon Technology Ltd says–Portio Research market research agency announced that the latest survey data show that this year’s global sales of mobile market is expected to reach 1 trillion US dollars, the mobile industry will exceed the growth rate of IT and medicine, including, in any other industry.

The company said that the global emerging markets and mature markets of mobile subscribers will continue to rise, by the decline in average selling price of mobile phones, driven low-end mobile phone market-price sales will be strong growth. 2007 global mobile phone shipments of the first of more than 1 billion global mobile subscribers has reached 3.1 billion. By 2012, the worldwide number of mobile users is expected to rise to 5 billion.

2012 world all additional non-voice mobile services revenue will reach 250 billion US dollars. Mobile TV in the world was generally well received, in 2010 the number of global mobile TV subscribers will reach 488.8 million.

2003 United States in the global mobile data services market in the share of revenue accounted for only 6.7%, to 2012, it is expected that the share of income data services will rise to 27.8%. However, the Asia-Pacific region in the global data services revenue share in 2004 from 50.9% to 38.6%, which reflects the operator monthly revenue per user decreased.(Fexon Technology Ltd)